Beyond Bulls & Bears

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Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Uncertainty Ahead of Trump Administration but Fundamentals Remain Constructive Following ...

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Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

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Emerging Markets

Snapshot View: Fed Remains on Hold

The US Federal Reserve (Fed) decided not to raise interest rates at its September policy meeting, even though some market observers would argue ...

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Perspectives

Spotlight on Brazil

With the 2016 Summer Olympic Games underway, the world has been watching Brazil. While Brazil’s economic and political challenges certainly ...

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Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...

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Emerging Markets

Global Macro Imbalances and Opportunities

Being a contrarian-minded investor isn’t easy at times—it’s difficult to stay fixed to one’s long-term convictions when the markets may not be ...

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Emerging Markets

How India Is Stepping Out of China’s Shadow

In 2015, India’s gross domestic product growth surpassed that of China, and forecasters generally expect India’s growth to remain robust in 2016. ...

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Emerging Markets

Global Economic Perspective: March

Perspective from Franklin Templeton Fixed Income Group® US Economic Data Reassures and Oil Prices Steady The resilience of the US economy, as ...

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Emerging Markets

This Is Not 2008

Michael Hasenstab, CIO of Templeton Global Macro, says many market watchers are panicking like it’s 2008 again—in the throes of financial crisis. ...

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Emerging Markets

Global Economic Perspective: February

Perspective from Franklin Templeton Fixed Income Group® US Fundamentals Solid Despite Global ...

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Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® US Fundamentals Look Strong Enough to Cope with Higher Rates Bond markets showed little ...

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Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Fundamentals Reassert Themselves Ahead of Likely US Rate Rise Even as the Fed has sought ...